Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
49 hedge funds and large institutions have $68.5M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2% more capital invested
Capital invested by funds: $67.3M → $68.5M (+$1.14M)
0.84% less ownership
Funds ownership: 22.32% → 21.48% (-0.84%)
2% less funds holding
Funds holding: 50 → 49 (-1)
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$925K |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$305K |
| 3 |
LPL Financial
San Diego,
California
|
+$252K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$238K |
| 5 |
Morgan Stanley
New York
|
+$217K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.52M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.47M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.12M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$363K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$280K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LCM
51
Landscape Capital Management
Englewood,
New Jersey
| – | -$363K | -21,632 | Closed |
|
|
LI
52
LVZ Inc
Holland,
Michigan
| – | -$248K | -14,753 | Closed |
|
|
WWM
53
Western Wealth Management
Golden,
Colorado
| – | -$172K | -10,259 | Closed |
|
|
FIA
54
FNY Investment Advisers
New York
| – | -$33K | -2,000 | Closed |
|
|
NS
55
NBC Securities
Birmingham,
Alabama
| – | -$10K | -611 | Closed |
|
56
Jones Financial Companies
Des Peres,
Missouri
| – | -$8.3K | -500 | Closed |
|
SPXX Hedge Fund Activity: Q4 2024 in Review
49 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q4 2024, worth a combined $68.5M — up 1.7% from $67.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SPXX positions and 7 closed out — a net gain of 1 holder — while 13 added to existing stakes and 16 trimmed.
The largest buyer was Invesco, adding an estimated $925K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.52M sold.
- 49 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q4 2024, down from 50 in Q3 2024.
- Funds reported $68.5M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q4 2024, up 1.7% quarter-over-quarter.
- 8 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q4 2024 and 7 closed out, a net change of +1 holder.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q4 2024 was Invesco, an estimated $925K added.
- The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q4 2024 was Wolverine Asset Management, an estimated $1.52M sold.
Based on aggregated 13F filings for Q4 2024.